As we move past the holiday rush and head toward year-end, we’re seeing two very different stories in global trade. On one side, there’s real progress: the U.S.–South Korea deal brings clarity and tariff relief where there was a lot of uncertainty just a few months ago. On the other, the IEEPA Supreme Court case and related lawsuits keep a large portion of the tariff landscape in limbo — with real implications for how and when importers might recover duties.

As we head toward year-end, global freight enters its annual transition window — the period between the end of peak-season demand and the start of Chinese New Year planning. While the headlines feel quieter this week, the logistics environment is anything but still. Carriers are adjusting capacity, shippers are finalizing holiday movements, and factory closures in Asia will soon reshape production and booking cycles.

As we close out November, global trade policy is shifting rapidly — with new exclusions to reciprocal tariffs, expanding trade frameworks with El Salvador, and continued legal scrutiny over tariff authority in the U.S.

As we move deeper into Q4, the logistics industry is facing a convergence of pressures — tightening air freight capacity, a government shutdown that continues to disrupt operations, and instability across the domestic freight brokerage market.

Welcome back to another week of In Transit — your global logistics and trade update from JR Global.

As we approach the year’s final stretch, the air market is tightening while policy conversations in Washington continue to evolve. Let’s dive in.

Global trade markets are moving fast after Presidents Trump and Xi announced a one-year truce in ongoing tariff negotiations — a major step toward stabilizing U.S.–China relations after months of escalating duties and retaliations.

Welcome to the second edition of the JR Global Newsletter. It’s Week 44, and as global trade continues to evolve, there’s plenty happening across our industry and within our network — so let’s dive in.

In this issue, I’ll be sharing insights in “The Forecast” on a growing area of opportunity: Foreign-to-Foreign market movements, a segment that’s rapidly redefining the landscape of international logistics.

On August 1, 2025, the Trump administration will implement a sweeping set of reciprocal tariffs, impacting dozens of countries and industries. These tariffs—ranging from 15% to 50%—are aimed at rebalancing trade relationships, generating domestic revenue, and pressuring foreign governments to lower their own trade barriers. In this post, we break down the administration’s strategy, the official White House tariff chart, global reactions, and what importers and exporters need to know to stay ahead of these major changes.

As global trade remains a cornerstone of business operations, changes in trade policy can have widespread implications for companies and consumers alike.

Recent shifts in global trade policy have introduced new tariffs across a range of sectors, challenging importers and exporters to reassess operational costs and compliance strategies.

In today’s rapidly evolving logistics landscape, artificial intelligence (AI) and predictive analytics are transforming traditional supply chain operations.